IberiaBank’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

IberiaBank’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$740K	Buy	31,974 +3,117	+11%	+$70.8K	0.09%	137
2020 Q1	$601K	Sell	28,857 -4,573	-14%	-$126K	0.08%	138
2019 Q4	$1.03M	Sell	33,430 -1,717	-5%	-$50.4K	0.11%	127
2019 Q3	$984K	Sell	35,147 -208	-0.6%	-$5.74K	0.11%	125
2019 Q2	$976K	Sell	35,355 -1,919	-5%	-$52K	0.11%	130
2019 Q1	$958K	Sell	37,274 -3,678	-9%	-$94.9K	0.11%	135
2018 Q4	$975K	Sell	40,952 -3,976	-9%	-$103K	0.13%	131
2018 Q3	$1.24M	Buy	44,928 +9,274	+26%	+$259K	0.15%	131
2018 Q2	$948K	Buy	35,654 +14,732	+70%	+$406K	0.16%	140
2018 Q1	$577K	Sell	20,922 -26,834	-56%	-$773K	0.11%	159
2017 Q4	$1.36M	Sell	47,756 -4,114	-8%	-$111K	0.21%	122
2017 Q3	$1.35M	Buy	+51,870	New	+$1.29M	0.22%	119
2017 Q1	–	Sell	-20,201	Closed	-$470K	–	183
2016 Q4	$470K	Buy	+20,201	New	+$433K	0.17%	97

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IberiaBank's XLF Position: Q2 2020 in Review

IberiaBank increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q2 2020, buying an estimated $70.8K and bringing the position to 31,974 shares worth $740K. The position accounts for 0.09% of the portfolio, ranked #137.

IberiaBank first reported a position in XLF in Q4 2016 and has held it in 13 quarters since. The position peaked at $1.36M in Q4 2017. 995 funds tracked by Wall St. Rank hold XLF as of Q2 2020.

IberiaBank held 31,974 shares of State Street Financial Select Sector SPDR ETF worth $740K as of Q2 2020.
IberiaBank bought 3,117 State Street Financial Select Sector SPDR ETF shares in Q2 2020, an estimated $70.8K.
State Street Financial Select Sector SPDR ETF made up 0.09% of IberiaBank's portfolio in Q2 2020, its #137 holding.
IberiaBank first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 13 quarters since.
IberiaBank's State Street Financial Select Sector SPDR ETF position peaked at $1.36M in Q4 2017.
995 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.